Morgan Stanley
47yrs
Top advisor by experience in Palm Beach Gardens
36yrs
Based in Palm Beach Gardens, Florida, Anthony Pace is a fiduciary financial advisor with 36 years of industry experience. Anthony has been with LRI Investments since 2023; before that, Anthony spent four years at Harvest Capital Advisors. Anthony holds the CFP® designation.
One of 1308 advisors with offices in Palm Beach Gardens, and one of 1187 fiduciaries.
At a glance
Experience36 years (since 1991)
How that compares ?Top 8% by experience in Florida
Office3825 Pga Blvd Suite 303, Palm Beach Gardens, FL 33410
FirmLRI Investments
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$3.98 million
Advisors at the firm24
States licensed ?1 state
Services through LRI Investments
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowLRI InvestmentsCurrent firm
- 2000 – 2004Harvest Capital Advisors, LLCPreviously
Contact Anthony
(561) 323-2265LRI Investments main office 3825 Pga Blvd Suite 303Palm Beach Gardens, FL 33410Office · Get directions LinkedIn pageLRI Investments
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Questions to ask Anthony
Tailored to Anthony’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Anthony
How do I contact Anthony?
Call LRI Investments at (561) 323-2265 and ask for Anthony Pace. Anthony works from the Palm Beach Gardens, FL office.
How long has Anthony been a financial advisor?
Anthony has been in the industry since 1991, about 36 years. Top 8% by experience in Florida.
What licenses does Anthony hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Anthony a fiduciary?
Anthony is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Anthony paid?
LRI Investments reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Anthony for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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